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Lehman Financial Resources’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Lehman Financial Resources’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-160
Closed -$6K – 333
2015
Q3 		$6K Buy
+160
New +$6.54K ﹤0.01% 350

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
USAA
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Lehman Financial Resources's USMV Position: Q4 2015 in Review

Lehman Financial Resources sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2015, closing a stake of 160 shares — an estimated $6K sold.

Lehman Financial Resources first reported a position in USMV in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 220 funds tracked by Wall St. Rank hold USMV as of Q4 2015.

  • Lehman Financial Resources reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 160 iShares MSCI USA Min Vol Factor ETF shares in Q4 2015, an estimated $6K.
  • Lehman Financial Resources first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2015 and held it in 1 quarter.
  • Lehman Financial Resources's iShares MSCI USA Min Vol Factor ETF position peaked at $6K in Q3 2015.
  • 220 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.